Business Development Associate Consultant

2 days ago


Waltham, Massachusetts, United States Commonwealth Financial Network LLC Full time
Job Overview

We are seeking a highly motivated Business Development Associate Consultant to join our team at Commonwealth Financial Network LLC. As a key member of our business development department, you will be responsible for initiating and fostering relationships with prospective financial advisors in our target market.

About the Role

This is an exciting opportunity to work with a dynamic team that is dedicated to excellence, growth, rewards, and fun. As a Business Development Associate Consultant, you will have the chance to work closely with our business development consultants and team members in other departments to support home office visits, reach out to leads, and onboard new advisors with our signature indispensable service.

Key Responsibilities
  • Proactively researching and evaluating prospective advisors to provide information about the firm and evaluate fit when reaching out.
  • Assisting business development consultants and team members in other departments with tasks related to streamlining the onboarding experience for new advisors.
  • Responding to inbound inquiries and requests for proposal alongside a business development consultant.
  • Maintaining the CRM database to support the sales process and report on each marketing campaign.
  • Preparing logistics for home office visits (booking presenters, securing rooms, preparing visit materials, and developing advisor profiles).
  • Managing and leading departmental projects, as needed.
Requirements and Qualifications
  • A minimum of 2 years of experience in the financial services field with RIA or broker/dealer experience.
  • A self-starter who is motivated to fill the team's pipeline with quality prospective advisors.
  • Strong verbal and written communication skills.
  • Excellent listening and probing skills.
  • Strong time management and organizational skills.
  • Ability to excel in a team environment.
  • FINRA Series 7 securities registration preferred.
  • Experience with CRM software.
Benefits

We offer a comprehensive compensation package, including:

Estimated Salary: $90,000 per year, based on industry standards and location.

A competitive bonus program, generous 401(k) match, and tuition reimbursement.

A hybrid work schedule, flexible work arrangements, and opportunities for professional growth and development.



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